Events & Registration

Events Calendar


Information about "Wine Down Wednesdays" Coming Soon!


Enrich your career with a Financial Planners Journey to Australia in 2018

Financial planning is truly a global profession, so take some time in 2018 to join an adventure of a lifetime to Australia to explore how financial planning is delivered...Down Under style. From Aug. 23 to Sept. 1, 2018, you can join Dan Moisand, CFP®, Nick Nicolette, CFP® and a select group of US financial planners on a journey to gain a better understanding of the practice of personal financial planning, as well as the development of the financial planning profession in Australia, through conversation with local financial planners. And of course there will be plenty of time to explore Sydney, Melbourne and many of the sites that make Australia a one-of-a-kind destination. Learn more and register today!







Our Meeting Sponsors



Thank You Quarterly Premiere Meeting Sponsors

Pinnacle Realty Group
Amy Moline
Amy Moline and Chris Bessette are the founders of The Pinnacle Realty Group at Keller Williams and have been assisting buyers and sellers purchase and sell residential real estate since 2007. The team has been ranked #1 Sales Team in the Keller Williams Dr. Phillips Market Center since 2010!
Medicare Plan Options
Joseph R. Santiago
Medicare Plan Options is an independent
agency whose sole focus is assisting seniors
with their Medicare insurance decisions.
Contracting with most all available companies
allows us to take a needs-based consultative
approach to helping Medicare beneficiaries.
Using advanced analytical tools, and over
50 years of combined experience, we provide
a value that is unmatched in our industry. We provide this service at no charge. Our office at One Senior Place in Altamonte Springs is part of the largest single resource for seniors under one roof. We invite you and your clients to attend our ongoing free educational workshops.